See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,773 | $89,355-23.0% | $141,162-51.3% | $72,985-5.8% |
| Participation rate | 84.4% | 75.1%+9.3pp | 82.5%+1.9pp | 69.5%+14.9pp |
| Annual return | 28.59% | 111.85%-83.3pp | 71.39%-42.8pp | 81.00%-52.4pp |
| Employer contribution / active EE | $1,160 | $3,114-62.8% | $4,735-75.5% | $2,440-52.5% |
| Participant deferral / active EE | $5,154 | $5,418-4.9% | $6,709-23.2% | $3,607+42.9% |
| Admin fee / account holder | $952 | $5,958-84.0% | $10,261-90.7% | $5,124-81.4% |